Delete a contact

This article explains how to delete a contact from your FreeAgent account.

If you accidentally create a duplicate of a contact but haven’t entered any estimates, invoices, projects or bills for them yet, you can delete that contact. However, once you've created an estimate, invoice, project or bill for a contact, that contact cannot be deleted. Instead, you can hide the contact.

How to delete a contact

Select the ‘Contacts’ tab at the top of the screen.

Contacts tab highlighted at the top of the screen

Click on the contact's name.

Contacts name highlighted

Select ‘Delete Contact’ in the top-right. Please note that you'll only see this button if the contact doesn't yet have any entries against it.

Delete Contact button highlighted

Select 'Yes, delete this contact' in the pop-up window to complete the process.

Modal asking you to confirm that you want to delete the contact

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